Professional Services
CRM systems, client portals, workflow automation, and project management tools for agencies, law firms, and consulting companies.
About this industry
Law firms, accounting offices, agencies and consultancies sell their team's time and expertise. Every hour spent retyping data, hunting for documents or invoicing by hand is an hour nobody can bill. We build CRM systems, client portals and workflow tools that bring order to day-to-day work and to communication with clients.
A typical project combines several pieces: a client portal with documents and case status, automated deadline reminders, time tracking and invoicing connected to accounting. AI is increasingly part of the picture too - classifying documents, summarising correspondence and searching the firm's internal knowledge base.
In professional services, trust is the foundation. Client documents are protected by professional secrecy and GDPR, contracts are increasingly signed electronically, and in Poland KSeF is changing how invoices flow. We build systems with encryption, granular permissions and EU hosting, and configure AI models so client data is never used to train them.
How we deliver
Process Audit
Workflow analysis, tool assessment, and client service bottleneck identification.
System Design
CRM architecture, client portal, and workflow automation design.
Implementation
Development on Laravel/Filament with office tool integrations.
Training & Support
Team onboarding, documentation, and ongoing technical support.
Key challenges
CRM & Pipeline
Lead management, sales opportunities, and client relationships.
Client Portal
Self-service - invoices, documents, case status, and communication.
Workflow Automation
Automatic task assignment, reminders, and escalations.
Document Management
Central repository with versioning, signatures, and permissions.
Invoicing
Automatic invoice generation, reminders, and accounting integration.
Reporting
KPI dashboards, project profitability, and team workload.
Compliance and security
GDPR
Service firms process data about clients, their employees and counterparties, often acting as a processor. We implement document access logs, retention aligned with client contracts, encryption and EU hosting, and choose cloud and AI providers with data processing agreements in mind.
Professional secrecy
Lawyers, tax advisers and auditors are bound to protect client information. We design data separation between matters, document-level permissions, a complete access log and AI tool configurations that keep confidential content out of external model training.
eIDAS and e-signatures
A qualified electronic signature has the same legal effect as a handwritten one, while advanced signatures and electronic seals cover many B2B agreements. We integrate signature services into the client portal, together with signature validation and archiving of signed documents.
KSeF (Polish e-invoicing)
KSeF is changing how B2B invoices flow in Poland, with the obligation being phased in. We connect your invoicing to KSeF directly or through accounting software, and automate retrieval of purchase invoices and their assignment to projects and clients.
Frequently asked questions
How much does a client portal for a law or accounting firm cost?
A portal for document exchange, case status and notifications is usually a project within EUR 8,000 - 28,000. A system that also covers CRM, time tracking, invoicing and KSeF integration is more often within EUR 14,000 - 47,000. We agree the scope in a workshop and launch a first version as early as possible to gather client feedback.
Can AI work with confidential client documents?
It can, with the right setup. For LLM integration we choose services that do not train on your data, EU hosting or models running on your own infrastructure. Documents are indexed with permissions preserved, so nobody sees a matter through AI that they cannot access directly. A professional always reviews the output.
Will a new system work with the tools we already use?
Usually, yes. Service firms rely on accounting software, Microsoft 365 or Google Workspace, time tracking and e-signature tools. We connect them through APIs so data is entered only once. If an older tool has no API, we propose file imports or a gradual migration and explain the cost of that approach upfront.
How long does implementation take for a service firm?
A first version of a client portal or a simple CRM can go live within a few months. Most of the time usually goes not into coding but into agreeing processes, migrating data and training the team. So we roll out in stages: first the area that burdens staff most, then further modules, checking actual time savings along the way.
Have a project in mind?
Let's discuss your needs. Book a free consultation and learn how we can help bring your vision to life.
